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Root Financial Partners’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Root Financial Partners’s Portfolio IETC Stock Details IETC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$187K Sell
2,118
-8
-0.4% -$758 0.01% 346
2025
Q4 		$216K Buy
+2,126
New +$218K 0.01% 285

Other funds holding IETC

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Root Financial Partners's IETC Position: Q1 2026 in Review

Root Financial Partners reduced its iShares US Tech Independence Focused ETF (IETC) stake by 0.38% in Q1 2026, selling an estimated $758 and leaving 2,118 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #346.

Root Financial Partners first reported a position in IETC in Q4 2025 and has held it in 2 quarters since. The position peaked at $216K in Q4 2025. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

  • Root Financial Partners held 2,118 shares of iShares US Tech Independence Focused ETF worth $187K as of Q1 2026.
  • Root Financial Partners sold 8 iShares US Tech Independence Focused ETF shares in Q1 2026, an estimated $758.
  • iShares US Tech Independence Focused ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #346 holding.
  • Root Financial Partners first reported a position in iShares US Tech Independence Focused ETF in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's iShares US Tech Independence Focused ETF position peaked at $216K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.